Product Owner (Wealth Management / Financial Services)

Role: Product Owner With Wealth Management or Financial Services

Location: Charlotte, NC

We are seeking a strategic and results-driven Product Manager / Product Owner with deep domain experience in wealth management, specifically across fee billing, commissions, and advisor compensation systems. This role is critical in leading the modernization of our fee management and commissions platform, including a multi-year transformation leveraging Varicent.

Key Responsibilities

• Own the end-to-end product lifecyclefor core components including:
• Advisory & Account-Based Fee Billing
• Advisor-Based Pricing Models
• Broker & Advisor Commission Payouts
• Small Balance Fees, IRA Fees, Asset-Based Pricing
• Define and drive the roadmap for building and enhancing fee and commission systems, including the migration to Varicent.
• Translate business and regulatory requirementsinto functional product features and technical stories using JIRA.
• Collaborate closely with engineering, QA, business stakeholders, and compliance teamsto ensure timely and high-quality delivery.
• Partner with advisors and field leadersto gather feedback, understand pain points, and validate features pre- and post-launch.
• Act as the subject matter expert (SME)for advisor commissions and pricing strategies in wealth management.
• Lead cross-functional planning, grooming, sprint reviews, and product demos.
• Build proactive relationships with smart, driven peers in Product, Tech, and Operations; be the go-to voice for all things pricing and commission.

Qualifications

• 5 10 yearsof experience as a Product Manager / Owner in the Wealth Management or Financial Services
• Proven track record in managing systems related to fee billing, commissions, advisor compensation, and pricing strategies.
• Strong functional understanding of fee management systems and advisor revenue-sharing models.
• Hands-on experience with Varicent, including platform migration or rebuilds (preferred but not mandatory).
• Working knowledge of JIRAand agile development frameworks.
• Demonstrated experience working on complex, multi-year enterprise product transformation journeys.
• Excellent communication, prioritization, and stakeholder management
• A go-getterwith a proactive mindset, ability to work in ambiguity, and proven problem-solving skills.

Preferred Skills

• Experience working in environments with smart, high-performance teams
• Exposure to advisor onboarding, client billing, and revenue modeling
• Understanding of regulatory compliancein investment advisory or broker-dealer environments